PERSONAL LINES TE HNIAL SERVIE REPRESENTATI VE · 2020. 2. 24. · The Mitchell & Abbott Group is...
Transcript of PERSONAL LINES TE HNIAL SERVIE REPRESENTATI VE · 2020. 2. 24. · The Mitchell & Abbott Group is...
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POSITION OVERVIEW:
The Mitchell & Abbott Group is always looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in personal insurance or those who are motivated by being in an administrative role that offers basic personal insurance knowledge that will help you succeed in higher level and more challenging insurance roles. The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals and other administrative duties to enhance the team’s effectiveness.
PERSONAL LINES TECHNICAL SERVICE REPRESENTATIVE
RESPONSIBILITIES:
Providing support for approximately 600 policies
Issue certificates of insurance for approval from Account Manager
Generate/issue liability slips for renewals, endorsements and new business
Assist with processing documents: renewals, endorse-ments, and new business
Run MVRs/driver abstracts, CVOR, etc.
Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by Manager
Assist with the maintenance of the summary of insurance
Update premium comparisons, summaries, executive sum-maries as directed by an Account Manager
Input and update of claims and new clients information
Assist with performing Auto Quotes on Compu-Quote when required
Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager
Check policy documents against binders issued
Creating policy binders for Account Managers
Assist with processing of mail and endorsements for the team
Other duties as assigned
We are committed to providing accommodation upon request for appli-cants and employees with disabilities.
HAMILTON, ONTARIO | REPORTING TO: Personal Lines Manager
REQUIREMENTS:
Minimum 1 year personal insurance experience
R.I.B.O is required and preferably working towards A.I.I.C. or C.A.I.B. designation
Client development / relationship management ex-perience
Ability to be a self starter with strong written and oral communication skills in addition to strong or-ganizational skills
Proficiency in Outlook and Microsoft Office